RICHARD MSWEJI
POSITION: SENIOR ACCOUNTANT & CONSULTANT
EXPERIENCE: 5 Years
EXPERTISE:Auditing, Accounting, Advanced Excel, Advanced Word, Advanced PowerPoint, Taxation and Operational Management, Power Query, Power Pivot, Power BI, Visual Basics for Applications...
Richard is a High-impact Financial Consultant with a proven track record of identifying projects and facilitating action-oriented plans to help companies achieve their goals
Financial Consultant with 5 years of experience in a wide range of investments. Maintains a track record of generating tailored financial strategies to match clients' needs. Manages various portfolios with meticulous attention and ongoing economic trend analysis to identify optimum asset allocation. Successful at assessing commercial and investment opportunities, as well as swiftly grasping companies and markets. Equally impressive results in terms of new business development, expansion, and diversification.
Richard is Proficient in developing financial plans to help clients achieve their long-term and short-term financial goals. Skilled in advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals. Competent in assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly. Responsible for maintaining good relationships with existing clients and adapting their advice and strategies to meet unexpected changes in financial circumstances. Adept at soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.